Data Processing Specialist

We are seeking a detail-oriented Data Entry / Data Processing Specialist to maintain accurate client and plan information across our systems.

Requirements

• Maintain and update client information in HubSpot CRM.
• Update group plan names and company information following renewals.
• Access Employee Navigator and insurance carrier portals to update plan and company details.
• Update items such as company waiting periods and contact information within carrier systems.
• Verify accuracy and resolve discrepancies between systems.
• Review agent email inboxes twice daily and route emails to the appropriate department.